大行评级丨里昂:下调微博目标价至8美元,第三季需面对多重挑战

格隆汇
Aug 20
里昂发表研报指,微博第二季业绩胜于预期,惟第三季需面对多重挑战,预期将显著拖累表现。里昂预期微博第三季总收入将同比减少4%,毛利率跌至70%以下,经调整经营溢利率16%。该行下调微博2026及27年经调整纯利预测13%及6%,以反映多项投资需求,又将美股目标价由8.5美元降至8美元,维持“跑赢大市”评级。

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